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Waverly Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Waverly Advisors’s Portfolio FTCS Stock Details FTCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
14,558
+713
+5% +$68.4K 0.01% 739
2025
Q4 		$1.28M Buy
13,845
+4,222
+44% +$390K 0.01% 695
2025
Q3 		$901K Buy
9,623
+4,500
+88% +$415K 0.01% 672
2025
Q2 		$466K Buy
5,123
+75
+1% +$6.68K 0.01% 822
2025
Q1 		$453K Buy
+5,048
New +$451K 0.01% 806

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Waverly Advisors's FTCS Position: Q1 2026 in Review

Waverly Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 5.1% in Q1 2026, buying an estimated $68.4K and bringing the position to 14,558 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #739.

Waverly Advisors first reported a position in FTCS in Q1 2025 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Waverly Advisors held 14,558 shares of First Trust Capital Strength ETF worth $1.35M as of Q1 2026.
  • Waverly Advisors bought 713 First Trust Capital Strength ETF shares in Q1 2026, an estimated $68.4K.
  • First Trust Capital Strength ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #739 holding.
  • Waverly Advisors first reported a position in First Trust Capital Strength ETF in Q1 2025 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.